Dashboard and Email Configuration Dialog Box

Use the Dashboard and Email Configuration dialog box to specify the summary and contents for the dashboard and email alert for an invoice approval action.

You enter information for each alert type on the separate Dashboard tab and Email tab on this dialog box.

Location

To display the dialog box, complete the following steps:

1. From the Vision Navigation menu, click Configuration > Billing > Invoice Approval Process.
2. In the Actions grid on the Invoice Approval Process form, click in the Alert Type field and then click .
3. On the Alert Type Lookup, select Dashboard and Email, and click the Select button.
4. In the Actions grid, click Dashboard and Email in the Alert Type field. You may need to move your mouse pointer out of the Alert Type field and then back in it before you can click Dashboard and Email to open the Email Configuration dialog box. Dashboard and Email must be underlined, blue text before it will open the dialog box when you click it.

Contents-Dashboard and Email Configuration Dialog Box

The following fields are included on both the Dashboard and Email tabs of this dialog box. Enter information for the dashboard alert on the Dashboard tab; enter information for email alert on the Email tab.

Field	Description
Summary or Subject field and Insert Field button	Enter a summary (for dashboards) or subject (for emails) in the Summary or Subject field for the alert. If the alert frequency for an invoice approval action is Alert per Session, the Insert Field button is not enabled, and you cannot insert Billing invoice fields into the summary or subject. If the alert frequency for an invoice approval action is Alert per Invoice (on the Invoice Approval Process form), you can use a combination of text and Billing invoice fields for the summary or subject. To insert a Billing invoice field into the summary or subject, place your cursor in the Summary or Subject field in the location where you want to insert the field, then click the Insert Field button above the field. On the Column Selection dialog box, click the field to insert, then click OK. Example: "An invoice for [:CL.Client] for [:PR.Name] is ready for your approval." This adds the invoice’s client name and project name to the dashboard summary or email subject.
Alert Content text box, Insert Field toolbar option, and Edit toolbar option	Enter the text for the body of the alert in the text box. To insert an invoice-specific field into the text, place your mouse pointer in the place where you want the field located, and then click the Insert Field option from the Alert Content toolbar. In the Column Selection dialog box, click the field to insert, and then click OK. Example: "Invoice for [:PR.WBS1] has been approved and is awaiting final invoicing." This identifies the project and phase for the invoice in the alert summary or subject. You can also click the Edit option on the Alert Content toolbar to open the Vision Text Editor dialog box and format the text.
Language	This field applies if you use the Multilingual feature in Vision. From the drop-down list, select the language to use for the alert. Only the languages for which you have purchased a license display in the list.
OK	Click OK to save the entries on the dialog box and return to the Invoice Approval form.
Cancel	Click Cancel to discard the current entries that you made on this dialog box and return to the Invoice Approval form.